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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,261 | $134,001+183.0% | $112,258+237.8% | $134,509+182.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.01% | 47.15%-52.2pp | 27.47%-32.5pp | 418.13%-423.1pp |
| Employer contribution / active EE | $3,500 | $4,039-13.4% | $3,636-3.7% | $4,741-26.2% |
| Participant deferral / active EE | $5,040 | $5,291-4.8% | $4,728+6.6% | $6,400-21.3% |
| Admin fee / account holder | $4,756 | $7,491-36.5% | $6,411-25.8% | $11,427-58.4% |